Team & roles
A workspace has three roles: Owner, Admin and User.
| Owner | Admin | User | |
|---|---|---|---|
| Work with contacts, campaigns, tickets and the assistant | ✓ | ✓ | ✓ |
| Workspace settings (General), Members, Event types | ✓ | ✓ | |
| Invite Users | ✓ | ✓ | |
| Invite Admins | ✓ | ||
| Remove members | ✓ | ✓ (not the Owner) | |
| Plan & billing, own AI provider keys | ✓ | ||
| Long-term memory switch | ✓ | ||
| Allow external AI apps (Claude, Cursor…) | ✓ |
Each workspace has exactly one Owner: the person who created it. Ownership cannot be transferred, and the Owner role cannot be given to anyone else.
Invite a teammate
Section titled “Invite a teammate”- Open Settings → Members and click Invite a member.
- Enter their Email address and choose a Role: User or Admin.
- Click Send invite.
- An invite is valid for 7 days. You can Resend it (once a minute) or Revoke invite.
- Pending invites take up a seat. If you see Seat limit reached, upgrade your plan or revoke an invite. Seats per plan are listed in Plans & usage.
- The invited person creates their account from the link and fills in their profile. They do not go through workspace setup.
Remove a member
Section titled “Remove a member”In Settings → Members, choose Remove member. The person can no longer sign in, and their seat is freed. You can activate them again later.
Removing a member also stops their API keys and connected AI apps from working.